Capture professional advisor info

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评估

难度
5/5
预计耗时
一周以上
新手友好度
25/100
Issue 类型
功能
描述清晰度
需要澄清
活跃度
活跃
领域
full-stack

调研方向

首先查看 issue #107 和随附的“About you”纸质表单，然后利用这里的开放问题来了解预期的 advisor 信息流。只有在用例、数据模型或 lookup 需求、隐私考量以及 onboarding 中的放置位置都已明确决定，足以定义实现工作时，才算完成。

由索引模型根据 Issue 内容生成。

描述

Extracted out from #107 .

The 'About you' paper form (see issue above) includes a section about financial advisors.

Image

We weren't sure that including these details in the 'about you' form itself made sense, so omitted it for now and created this issue to think through some open questions:

  • How is this information used? Is there a use case for being able to 'look up' advisors?
  • Is there a separate database of known advisors? Would it helpful to build up a list of advisors as we collect this info?
  • Would it be helpful show users a list of known advisors to choose from? Would doing so bring up any privacy issues?
  • While it probably made sense in a paper-centric flow to capture both advisor and narrative details at the same time, is that still the best flow on the app?
  • Where might advisor info fit in a holistic onboarding flow?
主要语言
Ruby
星标
12
派生
1
30 天内没有已合并 PR

环境准备

  • 提供 Dockerfile 或 Docker Compose 文件
  • 没有 Pull Request 模板
  • 没有贡献指南

从这里开始

  1. 先读完整个 Issue，再读项目的贡献指南。
  2. 在 Issue 下留言说明你要接手 —— 这能避免两个人做同样的事。
  3. Fork 仓库，在一个分支上完成修改。
  4. 提交 Pull Request，并在描述里引用这个 Issue 编号。

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